Paraplanner

Location: Norfolk (Hybrid working available) Salary: Competitive + strong benefits package Type: Full-time, Permanent

A well-established and highly respected financial planning firm is seeking an experienced and qualified Paraplanner to join its growing technical team. This is an excellent opportunity to become part of a collaborative, forward-thinking environment where paraplanners are genuinely valued as a core part of the advice process.

This role would suit a technically strong paraplanner who enjoys producing high-quality suitability reports, supporting advisers with complex cases, and contributing to consistently excellent client outcomes.

Key Responsibilities

• Preparing detailed suitability reports across pensions, investments, and protection
• Supporting advisers with technical research and recommendations
• Conducting product and provider research using industry tools
• Interpreting client fact-finds and assisting with financial planning strategies
• Liaising with advisers, administrators, and providers to progress cases efficiently
• Ensuring all work meets regulatory and compliance standards
• Contributing to the continuous improvement of paraplanning processes

About You

• Level 4 Diploma in Financial Planning (or equivalent)
• Previous experience working as a paraplanner within a financial planning environment
• Strong technical knowledge across pensions and investments
• Confident writing high-quality suitability reports
• Highly organised with excellent attention to detail
• Comfortable working both independently and as part of a team
• Candidates working towards Chartered status will be particularly welcomed.

What’s on Offer

• Hybrid working structure
• Competitive salary depending on experience
• Strong pension contribution
• Generous holiday allowance
• Support toward further professional qualifications (including Chartered)
• Structured career development within a supportive technical team
• Opportunity to work alongside experienced advisers and technical specialists

This is a fantastic opportunity for a qualified paraplanner looking to join a stable, professional firm that invests in its people and supports long-term career progression.